Our Team

Experienced and dedicated team of highly credentialed professionals

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Joseph Guerrisi, CFA
President and CEO

Our long tenured employee base has experience in providing private and highly personalized services. These services include asset management, tax and legal coordination, estate planning and foundation management, and private banking. Our dedicated team of professionals will provide you with tailored solutions to meet your financial objectives.

Integrity is a core value of our firm. We promote a high moral standard in all of our actions and require SAMT employees to act in accordance with the CFA Institute Code of Ethics.

2023 CPBJ Power List Banking Finance Award
Power 100 CPBJ 2024

Investments & Wealth Management

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Sean Breckenridge, CFA
Sr. VP – Head of Trading and Quantitative Research
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Emily Ernest, CFA
VP of Investments
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Kevin Ortenzio
VP, Relationship Manager
nathanfriedman
Nathan Friedman
Sr. Client Account Specialist

Trust Administration

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Jennifer Bowen, CTFA
Director of Trust Administration
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Brittany Grigg
Sr. Client Services Associate
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Christina Takach
Client Services Support Specialist
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Sharon Anderson
Administrative Assistant

Financial Operations

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Robert Nause
Treasurer and Secretary
clairegoshorn
Claire Goshorn
Account Operations Manager
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Whitney Marshall
Sr. Account Operations Specialist
Holly Ragan
Holly Ragan
Administrative Assistant

Portfolio Operations

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Briana Bailets
VP of Portfolio Accounting
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Kimberly Nagle
Accounting Associate